CLIENT SUCCESS STORY

How We Helped Collins Willmott & Co.

Primetrics brings great integrity to the table. They’re true partners who give me peace of mind, whether I’m in the weeds or need a team that can step in and take the lead.

Josh Collins, Co-Founder
The text Collins Willmott & Co. is written in large, dark blue, capitalized letters on a transparent background.
Collins and Willmott & Co. (CWC), based in Portland, OR, and Memphis, TN, is an independent private equity and advisory firm focused on helping owner-operators of small and medium-sized businesses achieve substantial, profitable growth. As both investors and experienced operators, their team brings a practical lens to every business challenge.

Where They Needed Support

As a lean firm working across multiple industries and time zones, CWC needed a partner who could flex between pre-transaction diligence and post-close operational support, often stepping in to stabilize financials, validate performance, or build infrastructure from scratch.

How We Helped

Over the years, Primetrics has supported CWC across six different engagements, including four active companies in its portfolio. Services have ranged from business diligence, quality of earnings analysis, and capability assessments to outsourced CFO advisory, accounting cleanups, payroll setup, HR consulting, and IT implementation. The partnership is designed to be seamless and scalable: Primetrics brings the right people into each situation, and CWC maintains direct access to firm leadership for continuity and quality control.

Why It Worked

According to co-founder Josh Collins, the real value lies in peace of mind. “Even when we have a competent internal team, having another set of eyes on the numbers gives us security,” he says. Whether jumping into a due diligence fire drill or acting as a fractional CFO post-close, Primetrics provides financial insight and operational backup and are ready to step in if the unexpected happens. “If our controller got hit by a truck, they could do the work,” Josh adds.

Three people sit together in a modern office, smiling and discussing documents in front of a laptop, suggesting a collaborative business meeting.

why Choose Primetrics

Primetrics delivers more than reconciled books; you get a roadmap for growth and success. Our model is built to deliver accounting that’s accurate, agile, and aligned with your goals. With a focus on clarity, accountability, and long-term success, we’ve created a culture where great accounting talent thrives, and where growing businesses get the insight they need to move forward with confidence.

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Let’s Make your numbers work for you

Ready to take the guesswork out of your financials? We will meet you where you are and deliver clear, actionable insights. Let’s start a conversation to see how Primetrics can help lift the financial fog and help your business thrive.


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